Wealth Strategist

Are you a CPA done getting run over every spring & fall? An attorney tired of wrestling with clients over billable hours? A wealth strategist or private banker exhausted by steering every conversation back to AUM? Are you in a single-family office frustrated by the slow pace, mercurial nature, & lack of professional growth that comes with serving one family? If you've spent your career tackling complexity only to feel boxed in by the business model around you, keep reading. This role is for the strategic translator - someone who runs toward chaos (legal, tax, financial, emotional) & leaves order in their wake. You untangle messy webs of entities & assets, turn vague questions into organized frameworks, & make 9- & 10-figure family decisions feel clear & actionable without being technical. You build models when others shrug. You spot inconsistencies others miss. You believe simplicity is clarity - & clarity is a gift. You communicate in plain English - with pictures, tables, charts, & graphs, not jargon & footnotes. There's no ego in choosing the clearest word over the biggest one. You care about efficiency & effectiveness, not optics. If a one-page visual says it better than a ten-page memo, you build the visual. You bring serious project management chops. You juggle multiple engagements across multiple families, shifting seamlessly from a technical deep-dive on entity structuring to a sensitive conversation about family dynamics. The diversity of work is the draw: no two days look alike, no two families present the same puzzle, & mastery is a moving target. If "always a student, never bored" excites you more than "specialist, same deliverable," you'll thrive here. Impact is your love language - not sales, not business development, not closing. With nothing to sell, your only priority is delivering extraordinary impact, unreasonable hospitality, & exceptional value to every family you serve. You'll work alongside brilliant advisors - learning from & with them, complementing their expertise, & coordinating what no one else is incentivized to coordinate. You're not here to compete with a family's existing specialists. You're here to make every one of them better. If that resonates, Mosaic may be for you. About Mosaic Mosaic is a shared single-family office serving ~40 entrepreneurial families with significant illiquid holdings & complex needs that transcend what most private banks, multi-family offices, trust companies, & wealth managers are structurally built - or incentivized - to address. Our client families are typically first-generation founders. Builders who prefer boots & blue jeans with net worths of at least $100MM & a chronic allergy to liquidity. They already have deep benches of specialists. The talent is there. The coordination is not. 100% of our revenue comes from flat quarterly retainers. We don't charge hourly, manage money for a fee, sell products, draft legal documents, or prepare tax returns. We are agnostic about a family's net worth, insurability, & investable assets. That independence lets us do what most firms can't: serve as a proactive, comprehensive, & objective guide at the intersection of Financial Capital & Family Capital. About the Role Think of this role as the general contractor for a family's financial life. The family has plenty of specialists - the CPAs, attorneys, investment managers, insurance agents, bankers, & consultants. What they don't have is someone standing in the middle of all of it, making sure everything connects, nothing falls through the cracks, & every specialist is building toward the same blueprint. You'll own the god's eye view of each family's world: what they own, where they own it, how it's structured, what it's worth, how it's taxed, & what it costs. You'll own the consolidated balance sheet & income statement, & make sure the full picture is always current, always accurate, & always understood - by the family & by every advisor touching it. You'll work in small, tight-knit teams that typically serve 5 - 15 families at any given time. That means you know your families deeply - their goals, their quirks, their history, their blind spots. You're not just a second brain, a second set of eyes, a second set of ears, & most importantly, a second set of hands. You don't just spot what needs to happen - you help make it happen. You carry the institutional memory, flag emerging risks, identify opportunities other advisors aren't incentivized to see, & roll up your sleeves to do the actual work alongside the family & their specialists. Day to day, you're playing air traffic controller - navigating internal resources across Mosaic & external professionals to keep complex, multistakeholder projects moving in the right direction at the right pace. Dense financial, legal, & tax information doesn't intimidate you - it energizes you. You can decipher a K-1, read a trust document, & whip up a financial model before lunch. But you don't hoard the complexity - you dissolve it. You translate what you find into plain-English deliverables, clear visuals, & actionable next steps that a family can actually use to make decisions. You're also the kind of person who embraces technology & AI as force multipliers - not threats. You look for ways to work smarter, automate the repetitive, & spend more of your time on what actually moves the needle. Why Mosaic The team is ~30 people - sharp, low-ego, & genuinely collaborative. No one here is too senior to roll up their sleeves & no one is too junior to challenge an idea. We work hard, we laugh often, & we lead with humility. We're in the office every day in Houston. That's intentional. The trust we build with each other & with our families isn't earned from behind a screen - it's earned through real conversation, hallway problem-solving, & showing up consistently. We believe proximity accelerates growth, & growth here is real. You won't be siloed into a specialty or stuck waiting for someone to retire. You'll be challenged constantly, supported generously, & trusted with meaningful work. This is a team of missionaries, not mercenaries. Compensation is straightforward - directly tied to your contribution, not your tenure or a formula. No book of business to build. Your only job is to be extraordinary at serving families, & we'll make sure you're rewarded for it. The work is intellectually stimulating, financially rewarding, & emotionally nourishing. Who Thrives Here Smart, hardworking, & honest are the minimum barriers to entry at Mosaic. You might be a fit if: You're obnoxiously curious & relentlessly resourceful - when you don't know the answer, you find it, & you don't wait for someone to hand it to you You have the humility to ask great questions - there are no stupid questions here, only missed opportunities to learn You coach, build, plan, & spot patterns - often simultaneously You hold high standards, help others rise to them, & don't shy away from honest conversations You're comfortable building the plane & flying it at the same time - we don't have every system figured out, & that excites you more than it scares you You've worked in a founder-led or entrepreneurial environment & understand the pace You turn messy, ambiguous situations into organized plans that actually get executed You obsess over detail - you spot inconsistencies buried in 200-page documents that everyone else signed off on You translate complexity into clarity - in writing, in a room, & under pressure - & you take pride in making the complicated feel simple You G.A.S. (Give A $#!%) about the mission & the people AI doesn't intimidate you - it empowers you. You see technology as a force multiplier, not a threat to your relevance. You may struggle here if: You need a fully built system before you can operate effectively. You prefer defined lanes over broad ownership You need to sound smart more than you need to be clear You'd rather have the answer than ask the question You need to be the smartest person in the room - here, the smartest people are the ones who know what they don't know You thrive in solo work but struggle on teams - this role lives & dies in collaboration You want sales-driven, production-based, or variable compensation. You don't believe that incentives are the most powerful force in the universe - because we've built everything around that belief In-person, office-based culture doesn’t energize you What Success Looks Like Within 30 days, you understand Mosaic's systems, processes, culture, & client families. You know what each department does, how teams operate, & where your role fits. Within 90 days, you've built real relationships across the team & with client families. You're contributing meaningfully to projects & deliverables. Within 180 days, you're leading projects across multiple families. Within 365 days, clients & their advisors think of you as indispensable & your teammates feel the same way. Qualifications At least one of the following required: JD, CPA, LLM, CFP, CFA, or CPWA Minimum of three years of relevant professional experience Ability to pass criminal & financial background check Currently possess or able to pass FINRA Series 65 exam within 90 days Base Salary: Starting at $100,000 Annual Bonus: Up to 20% of salary 401(k) with 6.0% company match & immediate vesting Health, Dental, Vision, Disability & Life insurance Paid Time Off (vacation, sick leave, & 12 holidays) How to Apply Submit your resume & a brief cover letter outlining your experience & why this role was tailor-made for you to View email address on click.appcast.io Our process includes: A ~30-minute introductory screening call with Head of People & Culture A case study with department leads A free-flowing conversation with leadership A final session focused on values, alignment, & strategic thinking No trick questions. No gotchas. Just real conversations to see if we're right for each other. #J-18808-Ljbffr Mosaic